WHAT WE DO
We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.
Read more about the service we provideWho We Help
Executives and Professionals
Shah total planning works with executives and professionals from leading companies to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning, manage variable income streams and maximize pension payouts.
Men and Women in Transition
For men and women in transition (for example, divorcees or widows), Shah Total Planning provides comprehensive financial support and planning. Specific services offered include analyzing the tax consequences of divorce settlements, cash flow and budgeting, real estate planning (for example, advice on selling a home or buying new property), second-marriage financial planning, long-term-care planning, end-of-life planning, and life insurance and long-term disability insurance planning.
Entrepreneurs and Business Owners
Shah Total Planning supports business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, sudden money management and retirement planning, including maximizing owner/partner benefits as well as establishment and servicing of company retirement plans.
Pre-Retirees/Retirees
Shah Total Planning assists retirees with their full spectrum of financial needs. These include aligning retirement investments with overall goals, developing retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.
HOW WE HELP
Competence
Financial Planning
Holistic Asset Integration
Investment Selection & Monitoring
Asset Allocation & Rebalancing
Risk Management
Generating Income Strategies
Tax/Estate Considerations
Specialized Expertise
Coaching
Education
Saving and Spending
Adherence to Plan and Goals
Set Realistic Expectations
Emotions, Biases and Stress
Objective Feedback
Trusted Second Opinion
Life/Business Transition
Convenience
Time Savings
Create Personalized Service
Coordinate Trusted Professionals
Integrated and Holistic View
Vendor Selection and Monitoring
Secure Technology
Continuity
Spouse Involvement
Joint Objectives
Children Engagement
Family Values
Multigenerational Planning
Legacy
Philanthropy
Our Process
Together, we can design, build, and protect a comprehensive, long-term plan that reflects what is most important to you — your values, needs, concerns, and hopes.
Our Team
Neel Shah
Life Planner | Financial Advisor | Tax Strategist | Legal Expert
When you want ONE source who can do all of the following:
(a) ADVISE you on Legal, Financial, Retirement, Business & Tax Savings matters,
(b) IMPLEMENT the strategies based on the advice, and
(c) MAINTAIN and ENHANCE the strategies on an ongoing basis.
Founder/Owner of BOTH :
Shah & Associates, P.C. - Attorneys at Law, and
Beacon Wealth Solutions LLC - Registered Investment Advisory company
Neel's Journey:
The Admired Advisor PodcastSpecialties:
Wills, Trust & Estate Planning
Investment Management
Financial Planning
Tax Planning
Asset Protection Planning
LLC, Corporate & Business Succession Planning
Description:
Clients & their trusted advisors value my diverse training & expertise across the Legal, Financial/Wealth-planning, Trusts & Estates, Business Law & Real Estate Law disciplines.
We are proud to take difficult & esoteric strategies to then translate them into terms our clients can comprehend. Let us analyze & implement business-succession techniques for our entrepreneurial clients as they encounter the different stages of their lives & business ventures. My goal is to provide relevant, actionable advice for Estate Planning, Asset Protection, Tax Planning, Financial Planning & Business Planning strategies for families, business owners & real estate investors so their business actions do not jeopardize their family’s wealth.
Serving Individual, Families & Businesses around the world, admitted to practice law in New York, New Jersey, Pennsylvania & District of Columbia
News and Insights
Quarterly Economic Update
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including Brexit and civil wars in the Middle East, the U.S. economy was ambushed by a silent and highly contagious virus.
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